Malena Yatim is a financial advisor at Destination Wealth Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2016. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a range of model portfolios that incorporate equities, fixed income, ETFs, alternative investments, and other strategies, with ongoing committee review of alternative investments.

Stacy Chretien is a CFP® certificant with 29 years of experience in financial advising. She is currently with Destination Wealth Management and has previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent over two decades. Destination Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-tactical allocation investment approach based on thematic research and macroeconomic analysis, managing discretionary portfolios that may include equities, fixed income, ETFs, options, and private securities.

Yisha Wang is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Prior to joining Empirical in 2024, she worked at Mariner Wealth Advisors and Northwestern Mutual Wealth Management Company. Outside of finance, she is an instructor at LDS Studio, where she leads classes focused on mobility and flexibility exercises. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios, and offers a range of financial planning, investment management, and affiliated real estate, insurance, and legal services.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Sunita Pathak is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a senior tax accountant at Chahal & Associates LLC since 2009. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning techniques and discretionary management.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach involves customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that incorporates various analytical techniques and complex products.

William Watson is a financial advisor at Wealth Watch Advisors, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wealth Watch Advisors, he was affiliated with Shield Financial Services while also licensed as a life and annuity agent in California, focusing on client discussions related to life and annuity contracts. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through approved third-party model managers and offers access to selected alternative private placements for accredited investors.

Mark Foster Sr. is an investment advisor representative at NWF Advisory Services Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and MBFS Inc. Foster also owns and operates Mark Foster Insurance Services, which sells and services group health insurance. NWF Advisory Services manages approximately $6.4 billion in client assets, serving primarily individual and high-net-worth clients. The firm offers portfolio management and financial planning through a technology-driven platform that employs open architecture and a variety of program options tailored to client objectives.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Carol Ochoa is a financial advisor at Prosperity Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Your Secure Retirement Capital and C2P Capital Advisory Group, LLC. Outside of advisory work, she serves as Chapter President of the Foundation for Fiduciary Education Inc. in Pleasanton, CA, where she conducts financial literacy seminars without compensation. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, and alternative solutions.

Sonja Kurhanewicz is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She has been involved with Essential Business Concepts, Inc. since 2008. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options, supported by a network of affiliated service entities.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

David Rairden is a CFP® professional with 27 years of industry experience, currently advising at Destination Wealth Management where he has worked since 2017. He holds Series 63 and Series 65 licenses. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and sub-advisers, with a focus on rigorous oversight of alternative investments and coordinated estate and tax services through strategic partners.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Noah Dalhamer is a financial advisor at Destination Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Destination Wealth Management in 2021, he held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, utilizing a suite of model portfolios that include equities, fixed income, ETFs, alternative investments, and other strategies, with ongoing oversight of alternative investments through an Investment Policy Committee.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at OSAIC and WHJR Associates. Outside of her advisory work, she assists in managing her mother’s trust and retirement accounts as a co-trustee and power of attorney. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of discretionary and non-discretionary account programs through an open-architecture platform that incorporates advisor-managed portfolios, third-party model portfolios, and a mix of strategic and tactical investment approaches.

Kevin Shelton is a CFP® professional with 31 years of industry experience. He is currently affiliated with Buck Wealth Strategies, LLC and Madison Avenue Securities, LLC, and has held roles at several firms including The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.